The order of your annual rates of return matter when you are starting to draw income from your retirement funds. Invest 2 minutes and see how two portfolios averaging 6% annual rates of return can have a end value difference of $150,000. Need second opinion on your...

We are continually reviewing the fund and investment options for our clients. In 401k plans, a common holding that people typically have are Target Date Funds (TDF).  The target date is the approximate date when investors plan to start withdrawing their money.​  TDFs...

It has been a crazy 2020 for the investment markets. When you thought you’d seen it all, the crude oil markets say… "Hold my beer…." On Monday April 20 th , there was a moment where you would’ve been paid to take a barrel of oil. The price of a barrel of oil ended up...

US stock market ( S&P 500 ) was up 3% last week and is up 11% for the quarter. Quite the recovery from the -20% of the first quarter! As is often the case, what the markets do today or tomorrow is anyone’s guess. What I can tell you is that short term news...

We know it's tough in these trying times of social distancing and self quarantine. Here's a few tips to help get you through it: -Stay up to date, but don't dwell on the news 24/7 -Make sure to practice self care. Exercise by walking around your house or apartment....

The investment markets had a roller-coaster ride last week.* The S&P 500 Index ended up 10.26% for the week. It was the greatest one-week increase since the 2008-09 recession. Late last Friday afternoon, President Trump signed the Coronavirus Aid, Relief and...

We want you to know that we here at E2E Financial are open for business. We are abiding by the Coronavirus (COVID-19) avoidance best practices to protect our team, families, and you. We are working remotely for the foreseeable future. Our phone numbers will remain the...

I understand the concerns during these crazy markets. I know it is not fun. Seeing markets gyrate makes for an emotional roller coaster. You have lived through this before (think 2008 great recession, 2000 internet crash). Please keep the faith! Why am I so adamant...

The current investment markets volatility is unfun. We understand. Our role is to separate the facts from the froth. Little reported fact: the S&P 500 last week was actually up 0.61%. You may have not caught it on the news. Volatile markets that today are caused...

Last week was a rough ride for the markets with news of the coronavirus spreading. You may be looking for advice on what to do. I've been in the industry over 25 years, and I endeavor to look at the world through the lens of facts and history. News reporting has...